Case Study: Securewest achieves rapid ROI and 12-15% sales growth with Workbooks CRM

Securewest a CRM implementation that delivered ROI fast

Securewest, a 30‑year provider of risk management, consultancy and traveller support, needed a CRM to unify a fragmented process. The business relied on a basic contacts database that salespeople weren’t using, had no clear view of the customer journey, and sometimes failed to bill urgent response work because teams weren’t connected.

After a six‑week selection and a six‑week implementation of Workbooks CRM (using a Jumpstart onboarding), Securewest consolidated sales and marketing on a single platform, automated processes so the global response team now invoices all work, and gained real‑time pipeline and campaign insights. Early results include 12–15% sales growth and ongoing plans to integrate finance systems and APIs to further embed CRM across the business.

Securewest

Andrew Gibbens

Global Director of Business Development